Agent skill

Dx Pkg Post Install Configure

by forcedotcom in forcedotcom/sf-skills

A skill your agent uses to automate managed package post-install configuration.

Apache-2.0Auto-check passedAgent Workflows

Install Dx Pkg Post Install Configure

skills CLI
$ npx skills add forcedotcom/sf-skills --skill dx-pkg-post-install-configure -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install forcedotcom/sf-skills dx-pkg-post-install-configure --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/forcedotcom/sf-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/dx-pkg-post-install-configure .claude/skills/dx-pkg-post-install-configure && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
dx-pkg-post-install-configure
GitHub stars
1.1k
Token cost
~1.8k tokens
SKILL.md length
773 words
Files
1
Skills in repo
251
Repo updated
First seen
Licence
Apache-2.0

At a glance

A skill your agent uses to automate managed package post-install configuration.

  • Works in 8 steps: Discover Available Execution Methods → Verify Authentication & Org Identity → Verify Package Installation → …
  • Automate managed package post-install configuration
  • SKILL.md covers When to Use This Skill, Input, Workflow and Error Handling, plus 1 more section
  • Calls sf

What it does

Dx Pkg Post Install Configure is an agent skill from forcedotcom/sf-skills. Use this skill to automate managed package post-install configuration. Package-agnostic — works with any managed package (LMA, FMA, work.com, Certinia, etc.). TRIGGER when: user installs a managed package and needs post-install configuration, mentions LMA/FMA/work.com post-install setup, asks to configure permission sets/FLS/page layouts for an installed package, says 'post-install', 'package setup', 'configure LMA', 'set up FMA', 'post-install steps'. DO NOT TRIGGER for: standalone permission set assignment (use…

Its SKILL.md is about 1.8k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Agent Workflows, covering MCP servers. It works with Model Context Protocol and Salesforce. The repository describes itself as: Salesforce's curated collection of agent skills for building applications. Optimized for Agentforce Vibes, compatible with all AI tools. The licence is Apache-2.0.

When your agent uses it

  • Automate managed package post-install configuration
  • : user installs a managed package and needs post-install configuration
  • Mentions LMA/FMA/work.com post-install setup
  • Asks to configure permission sets/FLS/page layouts for an installed package

Example prompts

  • “post-install”
  • “package setup”
  • “configure LMA”
  • “/dx-pkg-post-install-configure”

Workflow steps

8 steps, taken from the step headings in SKILL.md.

  1. Discover Available Execution Methods
  2. Verify Authentication & Org Identity
  3. Verify Package Installation
  4. Read and Parse Post-Install Document
  5. Classify Steps & Interactive Plan Review
  6. Execute Approved Steps
  7. Guide Manual Steps (if any)
  8. Summary

What it can do on your machine

Read from SKILL.md and the folder at commit e5164d9. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • sf

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Dx Pkg Post Install Configure loads about 1.8k tokens when it runs. Until then it costs about 175 tokens; SKILL.md has 773 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~175
When it runs · the whole SKILL.md, loaded when a task matches
~1.8k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from forcedotcom/sf-skills at commit e5164d9, republished under its Apache-2.0 licence (© forcedotcom). 773 words, ~1,787 tokens.

Download SKILL.mdSave it as .claude/skills/dx-pkg-post-install-configure/SKILL.md (or your agent's skills folder).
name
dx-pkg-post-install-configure
description
Use this skill to automate managed package post-install configuration. Package-agnostic — works with any managed package (LMA, FMA, work.com, Certinia, etc.). TRIGGER when: user installs a managed package and needs post-install configuration, mentions LMA/FMA/work.com post-install setup, asks to configure permission sets/FLS/page layouts for an installed package, says 'post-install', 'package setup', 'configure LMA', 'set up FMA', 'post-install steps'. DO NOT TRIGGER for: standalone permission set assignment (use dx-org-permission-set-assign), generating permission set metadata XML (use platform-permission-set-generate), package installation, or org switching.
metadata.relatedSkills
dx-org-permission-set-assign, platform-permission-set-generate
metadata.version
2.2
metadata.domains
Developer Experience
metadata.minApiVersion
67.0

When to Use This Skill

Use when automating post-install configuration for any Salesforce managed package. This skill reads the package's post-install documentation, discovers available execution methods, and automates the configuration steps — including permission sets, object/field permissions, page layouts, Visualforce page access, and tab settings.

Input

  • Required: Package name (e.g., LMA, FMA, work.com)
  • Optional: Path to post-install doc (PDF, markdown, URL)

If no doc is provided, ask the user to supply it.

Workflow

Execute phases in order. Each phase must pass before proceeding.


Phase 1: Discover Available Execution Methods

Priority order:

  1. Org-native platform MCP servers (highest — direct org access via Headless 360)
  2. Claude Code external MCP servers (sf-sobject-all, sf-sobject-all-sb, etc.)
  3. sf CLI fallback (always available if authenticated)
Step 1A: Resolve org API version

Discover the org's current API version dynamically — never hardcode a version number:

bash
sf org display --target-org <alias> --json

From the JSON response, read result.apiVersion (e.g., "67.0"). Store this value and use it as v<apiVersion> in all subsequent REST paths. If the command fails, fall back to the minApiVersion declared in this skill's metadata (67.0).

Step 1B: Check for org-native platform MCP servers

Query the Tooling API for MCP server availability:

bash
sf api request rest "/services/data/v<apiVersion>/tooling/query?q=SELECT+Id,DeveloperName,MasterLabel+FROM+McpServerAccess" --target-org <alias>
Step 1C: Determine execution method

Check which Claude Code MCP tools are available and authenticated.

MCP tool prefixes by org type:

Org TypeTool Prefix
Productionmcp__sf-sobject-all__
Sandboxmcp__sf-sobject-all-sb__
Falcon Test (pc-rnd)mcp__sf-sobject-all-falcon__

If MCP needs auth, call the authenticate tool. If auth fails, fall back to sf CLI.


Phase 2: Verify Authentication & Org Identity
  1. Run a lightweight test query (SELECT Id, Name, IsSandbox FROM Organization)
  2. If MCP auth fails, automatically fall back to sf CLI
  3. Display org info and ask user to confirm before proceeding

Phase 3: Verify Package Installation
  1. Determine the package namespace (ask user if unknown)
  2. Check via Tooling API (InstalledSubscriberPackage) — do NOT use PackageLicense
  3. If package not found, stop and inform user

Phase 4: Read and Parse Post-Install Document

Read the provided document and extract discrete configuration steps.

Supported formats: PDF, markdown, URL (via WebFetch), pasted text.

Parsing approach:

  1. Extract each numbered/bulleted step from the document
  2. Present the extracted steps to the user for validation before proceeding

Phase 5: Classify Steps & Interactive Plan Review

For each step extracted from the doc, classify as Automated or Manual.

Automation capabilities reference

Via MCP (sobject-all) or sf CLI CRUD:

  • Record CRUD on any standard or custom object (PermissionSet, ObjectPermissions, FieldPermissions, SetupEntityAccess, PermissionSetTabSetting, PermissionSetAssignment, etc.)

Via Metadata API retrieve/deploy (sf CLI):

  • Page layout modifications (add related lists, fields, sections)
  • Profile settings
  • Custom metadata type records

Via sf CLI Tooling API:

  • Tooling queries (InstalledSubscriberPackage, ApexPage, ApexClass, etc.)
  • Any REST-accessible Tooling operation

Manual (no API path — requires Setup UI):

  • System permissions not exposed via REST
  • Connected app OAuth configuration
  • Environment Hub linkage
Show full SKILL.md (316 more words)Show less
Interactive approval

Present the classified plan and let the user choose:

  • "Approve all" — Execute all steps as planned
  • "Let me choose" — Select which steps to approve/skip
  • "I have questions" — Discuss specific steps before deciding

Phase 6: Execute Approved Steps

For each approved step, use the resolved execution method.

Execution method reference
OperationVia MCPVia sf CLI
SOQL querysoqlQuery toolsf data query --query "<SOQL>" --target-org <alias> --json
Create recordcreateSobjectRecord toolsf data create record --sobject <Object> --values "..." --target-org <alias> --json
Update recordupdateSobjectRecord toolsf data update record --sobject <Object> --record-id <id> --values "..." --target-org <alias> --json
Describe objectgetObjectSchema toolsf api request rest "/services/data/v<apiVersion>/sobjects/<Object>/describe" --target-org <alias>
Page layoutN/AMetadata API retrieve/deploy
Page layout modifications via Metadata API

Use sf project retrieve start → edit the layout XML → sf project deploy start.

Execution rules
  • Idempotency: Before creating any record, query to check if it already exists. Skip if so.
  • Report after each step: Show success count, skipped items, and reasons.
  • Automatic fallback: If MCP fails mid-execution, retry via sf CLI.
  • On failure: Report error, ask user to retry/skip/stop.

Phase 7: Guide Manual Steps (if any)

If any steps could not be automated, present each with Setup navigation instructions. Wait for user confirmation before proceeding to the next.


Phase 8: Summary

Display final summary with step-by-step status, method used, and any skipped items.


Error Handling

  • Auth failure mid-execution: Stop, ask user to re-auth, offer to resume
  • Duplicate record errors: Treat as "already configured", skip and continue
  • Permission errors: Report which permission is missing, suggest resolution
  • Unknown step type: Ask user to clarify, offer to mark as manual

Notes

  • Priority: org-native MCP > Claude Code MCP > sf CLI > manual
  • sf CLI is always a valid fallback for all CRUD and Tooling API operations
  • Page layout modifications are automated via Metadata API retrieve/deploy
  • Always verify org identity before making changes
  • All actions respect the authenticated user's permissions

© forcedotcom, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/dx-pkg-post-install-configure of forcedotcom/sf-skills.

Open the folder on GitHubat commit e5164d9

Compare with similar skills

Dx Pkg Post Install Configure next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Dx Pkg Post Install Configure compared with similar skills
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MCP Server Builderanthropics/skills180k64 repos~2.3kAutomated safety check: PassApache-2.0
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MCP Integration for Pluginsanthropics/claude-plugins-official38k11 repos~3.1kAutomated safety check: PassApache-2.0
Fastmcp Client CLIPrefectHQ/fastmcp28k1 repos~823Automated safety check: PassApache-2.0

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Categories

Questions about Dx Pkg Post Install Configure

What does Dx Pkg Post Install Configure do?

A skill your agent uses to automate managed package post-install configuration. Dx Pkg Post Install Configure is an agent skill from forcedotcom/sf-skills. Use this skill to automate managed package post-install configuration.

When should I use Dx Pkg Post Install Configure?

Dx Pkg Post Install Configure fits situations like: automate managed package post-install configuration; : user installs a managed package and needs post-install configuration; mentions LMA/FMA/work.com post-install setup; asks to configure permission sets/FLS/page layouts for an installed package.

How do I install Dx Pkg Post Install Configure in Claude Code?

Run `npx skills add forcedotcom/sf-skills --skill dx-pkg-post-install-configure -a claude-code`. Or copy the skill folder (skills/dx-pkg-post-install-configure in forcedotcom/sf-skills) into .claude/skills/dx-pkg-post-install-configure in your project. Claude Code loads it when a task matches its description.

How do I install Dx Pkg Post Install Configure in Codex?

Run `npx skills add forcedotcom/sf-skills --skill dx-pkg-post-install-configure -a codex`. Or copy the skill folder (skills/dx-pkg-post-install-configure in forcedotcom/sf-skills) into .agents/skills/dx-pkg-post-install-configure in your project. Codex loads it when a task matches its description.

Can I use Dx Pkg Post Install Configure in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add forcedotcom/sf-skills --skill dx-pkg-post-install-configure -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/dx-pkg-post-install-configure, .gemini/skills/dx-pkg-post-install-configure, .github/skills/dx-pkg-post-install-configure and .opencode/skills/dx-pkg-post-install-configure in your project.

What does Dx Pkg Post Install Configure need to run?

Going by SKILL.md and its folder, Dx Pkg Post Install Configure needs the command-line tools its instructions call (sf).

Does Dx Pkg Post Install Configure access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Dx Pkg Post Install Configure safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Dx Pkg Post Install Configure use?

Dx Pkg Post Install Configure is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Dx Pkg Post Install Configure use?

About 1.8k tokens (SKILL.md is roughly 7.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Dx Pkg Post Install Configure?

Skills that share tags, products or a category with Dx Pkg Post Install Configure: Agentforce Generate (SalesforceAIResearch/agentforce-adlc, 114 stars), MCP Server Builder (anthropics/skills, 180k stars), MCP Server Builder (shareAI-lab/learn-claude-code, 78k stars) and MCP Integration for Plugins (anthropics/claude-plugins-official, 38k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Dx Pkg Post Install Configure?

forcedotcom (a GitHub organization) maintains it in forcedotcom/sf-skills, which has 1,060 GitHub stars. The repository holds 251 skills in this directory. The repository was last updated on October 7, 2026.

Source: forcedotcom/sf-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.